+61.1%
VZ vs XYZ
+573.1%
-512.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +0.6% |
| 7D | +0.2% | +2.9% | -2.6% | +0.1% |
| 30D | +7.1% | +1.4% | +5.7% | +7.0% |
| 3M | +12.8% | +14.6% | -1.7% | +12.3% |
| 6M | +1.8% | +20.8% | -19.0% | +1.0% |
| YTD | +30.0% | +23.1% | +6.9% | +28.8% |
| 1Y | +24.3% | +5.6% | +18.7% | +23.7% |
| 3Y | +84.3% | +50.9% | +33.4% | +78.4% |
| 5Y | +25.9% | -68.6% | +94.5% | +26.3% |
| 10Y | +61.1% | +580.0% | -518.9% | +35.6% |
| All | +61.1% | +573.1% | -512.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XYZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling